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Spectrum Wealth Counsel’s iShares Bitcoin Trust IBIT Stock Holding History

Spectrum Wealth Counsel’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$242K Sell
5,179
-238
-4% -$12.6K 0.03% 111
2024
Q4 		$287K Buy
5,417
+4,151
+328% +$196K 0.03% 107
2024
Q3 		$45.7K Sell
1,266
-660
-34% -$22.9K 0.01% 179
2024
Q2 		$65.8K Buy
+1,926
New +$71.9K 0.01% 183

Other funds holding IBIT

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Spectrum Wealth Counsel's IBIT Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its iShares Bitcoin Trust (IBIT) stake by 4.4% in Q1 2025, selling an estimated $12.6K and leaving 5,179 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #111.

Spectrum Wealth Counsel first reported a position in IBIT in Q2 2024 and has held it in 4 quarters since. The position peaked at $287K in Q4 2024. 1,180 funds tracked by Wall St. Rank hold IBIT as of Q1 2025.

  • Spectrum Wealth Counsel held 5,179 shares of iShares Bitcoin Trust worth $242K as of Q1 2025.
  • Spectrum Wealth Counsel sold 238 iShares Bitcoin Trust shares in Q1 2025, an estimated $12.6K.
  • iShares Bitcoin Trust made up 0.03% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #111 holding.
  • Spectrum Wealth Counsel first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 4 quarters since.
  • Spectrum Wealth Counsel's iShares Bitcoin Trust position peaked at $287K in Q4 2024.
  • 1,180 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.